ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,640,639 | -15.3% | 10,665 | -11.3% | 0.18% | -13.4% |
| Q2 2023 | $1,937,167 | +2.9% | 12,018 | -3.2% | 0.21% | -2.8% |
| Q1 2023 | $1,883,427 | +3.1% | 12,411 | -1.4% | 0.22% | -5.3% |
| Q4 2022 | $1,826,336 | +14.1% | 12,589 | +1.0% | 0.23% | +2.7% |
| Q3 2022 | $1,601,000 | -6.3% | 12,461 | +0.2% | 0.22% | -9.4% |
| Q2 2022 | $1,708,000 | -16.3% | 12,430 | -9.9% | 0.24% | -12.9% |
| Q1 2022 | $2,041,000 | -14.2% | 13,794 | -9.1% | 0.28% | -11.1% |
| Q4 2021 | $2,378,000 | +14.7% | 15,182 | +6.4% | 0.32% | +3.3% |
| Q3 2021 | $2,074,000 | -7.0% | 14,267 | -4.8% | 0.30% | -11.6% |
| Q2 2021 | $2,230,000 | -4.3% | 14,989 | -9.1% | 0.34% | -4.4% |
| Q1 2021 | $2,329,000 | +1.9% | 16,490 | -6.0% | 0.36% | -4.0% |
| Q4 2020 | $2,286,000 | -2.3% | 17,550 | -15.7% | 0.38% | -18.6% |
| Q3 2020 | $2,339,000 | -14.6% | 20,808 | -13.6% | 0.46% | -18.2% |
| Q2 2020 | $2,738,000 | -8.0% | 24,070 | -22.2% | 0.56% | -25.5% |
| Q1 2020 | $2,976,000 | -51.9% | 30,927 | -35.0% | 0.76% | -44.7% |
| Q4 2019 | $6,186,000 | -8.4% | 47,558 | -16.1% | 1.37% | -15.0% |
| Q3 2019 | $6,755,000 | -13.3% | 56,701 | -15.1% | 1.61% | -17.1% |
| Q2 2019 | $7,787,000 | +6.5% | 66,802 | +3.0% | 1.94% | -1.6% |
| Q1 2019 | $7,312,000 | +13.7% | 64,860 | +2.0% | 1.98% | -0.5% |
| Q4 2018 | $6,433,000 | -7.8% | 63,608 | +6.0% | 1.98% | -13.1% |
| Q3 2018 | $6,975,000 | +5.4% | 59,980 | +1.8% | 2.28% | -0.6% |
| Q2 2018 | $6,618,000 | +15.3% | 58,898 | +9.8% | 2.30% | +1.5% |
| Q1 2018 | $5,742,000 | -6.3% | 53,649 | +0.0% | 2.26% | -9.3% |
| Q4 2017 | $6,126,000 | +15.6% | 53,631 | +9.2% | 2.50% | +2.6% |
| Q3 2017 | $5,301,000 | – | 49,121 | – | 2.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Scottrade Investment Management | 1,975,903 | $187,632,000 | 25.96% |
| HOME FEDERAL BANK OF TENNESSEE | 461,553 | $43,829,000 | 25.70% |
| Miracle Mile Advisors, LLC | 521,000 | $49,474,000 | 12.35% |
| Valmark Advisers, Inc. | 4,755,045 | $451,539,000 | 11.28% |
| Regal Wealth Group, Inc. | 120,233 | $11,417,000 | 10.36% |
| FIRST HAWAIIAN BANK | 576,446 | $54,739,000 | 9.33% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 343,316 | $32,134,000 | 8.54% |
| LVZ, Inc. | 212,461 | $20,175,000 | 8.28% |
| ETF Portfolio Partners, Inc. | 98,696 | $9,372,000 | 7.47% |
| APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 121,012 | $11,491,000 | 7.37% |